Wealth Advisor Assistant

The Wealth Advisor Assistant role supports clients, assists with day-to-day operations, and provides exceptional customer service. The candidate will work independently and as part of a team, and must have excellent administrative skills, a positive attitude, and a focus on customer service.

Requirements

• Post-secondary education
• IR Licensed OR to be licensed within the first year
• Excellent proficiency with MS Office
• Excellent verbal and written communication skills
• Superior customer service and interpersonal skills
• Meticulous attention to detail
• High level of professionalism and strong organizational skills

Benefits

• Health Benefits
• RRSP Matching Program
• Employee Stock Purchase Plan
• Paid Time Off
• Volunteer Days
• Discretionary Bonuses
• Tuition Reimbursement